SUMPRODUCT with INDEX and MATCH Functions in Excel

In MS Excel, there is a huge diversity of using SUMPRODUCT with INDEX and MATCH functions together. In this article, I’ll try to illustrate how we can use this compound function effectively under a number of criteria along rows & columns.

Introduction to the Functions: SUMPRODUCT, INDEX and MATCH with Examples

Before getting down to how these three powerful functions work combinedly, let’s get introduced to these functions & their working process one by one.

1. SUMPRODUCT Function

• Syntax:

=SUMPRODUCT(array1,[array2],[array3],…)

• Function:

Returns the sum of the products of corresponding ranges or arrays.

• Example:

In our dataset, a list of computer devices of different brands is present along with the selling prices of 6 months for a computer shop. We want to know the total selling price of the desktops of all brands for January only.

📌 Steps:

➤ Firstly, in cell F18, we have to type:

Here, the range of cells C5:C14 indicates the cells of the Device Category column, cell F16 refers to the selected Device and the range of cells D5:D14 represents the cells of the Jan column.

➤ After that, press ENTER & you’ll see the total selling price of all desktops for January at once.

Inside the SUMPRODUCT function, there lies only one array. Here, C5:C14=F16 means we’re instructing the function to match criteria from cell F16 in the range of cells C5:C14. By adding another range of cells D5:D14 with an Asterisk(*) before, we’re telling the function to sum up all the values from that range under the given criteria.

2. INDEX Function

• Syntax:

=INDEX(array, row_num, [column_num])

or,

=INDEX(reference, row_num, [column_num], [area_num])

• Function:

Returns a value of reference of the cell at the intersection of the particular row and column, in a given range.

• Example:

Assuming that we want to know the value at the intersection of the 3rd row & 4th column from the array of selling prices from the table.

📌 Steps:

➤ In cell F19, type:

➤ Press ENTER & you’ll get the result.

Since the 4th column in the array represents the selling prices of all devices for April & the 3rd row represents the Lenovo Desktop Category, at their intersection in the array, we’ll find the selling price of Lenovo desktop in April.

3. MATCH Function

• Syntax:

=MATCH(lookup_value, lookup_array, [match_type])

• Function:

Returns the relative position of an item in an array that matches a specified value in a specified order.

• Example:

First of all, we’re going to know the position of the month of June from the month headers.

📌 Steps:

➤ In cell F17, our formula will be:

➤ Press ENTER & you’ll find that the column position of the month of June is 6 in the month headers.

Change the name of the month in cell F17 & you’ll see the related column position of another month selected.

And if we want to know the row position of the brand Dell from the names of the brands in Column B, then the formula in cell F20 will be:

Here, B5:B14 is the range of cells where the name of the brand will be looked for. If you change the brand name in cell F19, you’ll get the related row position of that brand from the selected range of cells.

Use of INDEX and MATCH Functions Together in Excel

Now we’ll know how to use INDEX-MATCH functions together with examples as a function and what exactly this combined function returns as output. This combined INDEX-MATCH function is really effective to find specific data from a large array. The MATCH function here looks for the row & column positions of the input values & the INDEX function will simply return the output from the intersection of that row & column positions.

Now, based on our dataset, we want to know the total selling price of the Lenovo brand in June.

📌 Steps:

➤Firstly, in cell E19, type:

Here, cell E17 refers to the selected Device, the range of cells B5:B14 indicates the cells of the Brand column, and cell E16 represents the selected Month.

➤ Now, press ENTER & you’ll find the result instantly.

If you change the month & device name in E16 & E17 respectively, you’ll get the related result in E19 at once.

SUMPRODUCT with INDEX and MATCH Functions in Excel

Here’s the main & final part of the article based on the uses of SUMPRODUCT, INDEX & MATCH functions together. We can find the output data under 10 different criteria by using this compound function.

Criteria 1: Finding Output Based on 1 Row & 1 Column 

Based on our 1st criterion, we want to know the total selling price of the Acer brand in the month of April.

📌 Steps:

➤ Firstly, in cell F20, the formula will be:

Here, cell F18 indicates the selected Device, and cell F19 represents the selected Month.

➤ After that, press ENTER & the return value will be $3,250.

Criteria 2: Extracting Data Based on 1 Row & 2 Columns 

Now we want to know the total selling price of HP devices in the months of February as well as June.

📌 Steps:

➤ In cell F21, we have to type:

Here, cell F18 refers to the selected Device.

➤ After pressing ENTER, you’ll find the resultant value as $21,990.

Criteria 3: Determining Values Based on 1 Row & All Columns 

In this part, we’ll deal with all columns with 1 fixed row. So, we can find the total selling price of Lenovo devices in all months under our criteria here.

📌 Steps:

➤ In cell F20, type:

➤ Press ENTER & you’ll find the total selling price as $36,830.

In this function, to add criteria for considering all months or all columns, we have to type 0 as the argument- column_pos inside the MATCH function.

Criteria 4: Calculating Sum Based on 2 Rows & 1 Column 

In this section under 2 rows & 1 column criteria, we’ll find out the total selling price of HP & Lenovo devices in the month of June.

📌 Steps:

➤ In cell F21, the formula will be under the given criteria:

Hare, cell F20 represents the selected Month.

➤ After pressing ENTER, we’ll find the return value as $16,680.

Here inside the first MATCH function, we have to input HP & Lenovo inside an array by enclosing them with curly brackets.

Criteria 5: Evaluating Sum Based on 2 Rows & 2 Columns 

Now we’ll consider 2 rows & 2 columns to extract the total selling prices of HP & Lenovo devices for two particular months- April & June.

📌 Steps:

➤ Type in cell F22:

What we’re doing here is incorporating two SUMPRODUCT functions by adding a Plus(+) between them for two different months.

➤ Press ENTER & you’ll see the output as $25,980.

Criteria 6: Finding out Result Based on 2 Rows & All Columns 

In this part, let’s deal with 2 rows & all columns. So we’ll find out the total selling prices for HP & Lenovo devices in all months.

📌 Steps:

➤ Our formula will be in cell F21:

Like in the previous method, we are incorporating two SUMPRODUCT functions by adding a Plus(+) between them for 2 different Devices for all months.

➤ Press ENTER & we’ll find the resultant value as $89,870.

Criteria 7: Determining Output Based on All Rows & 1 Column 

Under this criterion, we can now extract the total selling prices of all Devices for a single month (March).

📌 Steps:

➤ Insert the formula in cell F20:

➤ Press ENTER & you’re done. The return value will be $141,230.

Criteria 8: Extracting Values Based on All Rows & 2 Columns 

In this part, we’ll determine the total selling price of all devices for two months- February & June.

📌 Steps:

➤ In cell F21, we have to type:

Here, we are applying two SUMPRODUCT functions by adding a Plus(+) between them for 2 different Months for all Devices.

➤ After pressing ENTER, the total selling price will appear as $263,140.

Criteria 9: Finding Result Based on All Rows & All Columns 

We’ll now find out the total selling price of all Devices for all months in the table.

📌 Steps:

➤ In cell F20, you have to type:

➤ Press ENTER & you’ll get the resultant value as $808,090.

You don’t need to use MATCH functions here as we’re defining all columns & row positions by typing 0’s inside the INDEX function.

Criteria 10: Calculating Sum Based on Distinct Pairs 

In our final criterion, we’ll find out the total selling prices of HP devices for April along with Lenovo devices for June together.

📌 Steps:

➤ Under this criterion, our formula in cell F22 will be:

➤ Now press ENTER & you’ll see the result as $12,730.

While adding distinct pairs in this combined function, we have to insert the Device & Month names inside the two arrays based on the arguments for row & column positions and the Device & Month names from the pairs must be maintained in corresponding order.

SUMPRODUCT vs INDEX-MATCH

• The SUMPRODUCT function returns the sum of the products of selected arrays. It can be used as an alternative to array formulas. SUMPRODUCT function can also be used with multiple criteria in Excel for various analysis and comparisons.
• On the other hand, the combination of INDEX and MATCH functions can be an quite efficient alternative to the lookup functions of Excel to search for a specific value within a specified dataset. A combination of the SUMIFS function with the INDEX-MATCH functions can do wonders while calculating a conditional sum for multiple criteria.

Download Practice Workbook

You can download the Excel Workbook that we’ve used to prepared this article. You can modify the data & see new results.

Concluding Words

I hope this article on the uses of SUMPRODUCT, INDEX & MATCH functions together will now prompt you to apply in your regular Excel works. If you got any questions or feedback please let me know through your valuable comments. You can also have a glance at our other informative & interesting articles based on Excel functions on this website.

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